Latest Institutional Transactions on First Tr Exchange Traded Fd Fi (FXO)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.74K+ 8.36% |
$80K - $97.7K
|
22.6K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-18K- 82.29% |
$827K - $1.01M
|
3.88K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-36- 0.71% |
$1.65K - $2.02K
|
5.01K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.34% |
$918 - $1.12K
|
5.88K
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
420New |
$19.3K - $23.5K
|
420
$24.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.67KNew |
$169K - $206K
|
3.67K
$213K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16KNew |
$814K - $915K
|
16K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.52KNew |
$281K - $316K
|
5.52K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.04KNew |
$206K - $231K
|
4.04K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.2K- 50.0% |
$265K - $298K
|
5.2K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.38% |
$50.9 - $57.2
|
265
$15.4K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-266- 6.13% |
$13.5K - $15.2K
|
4.07K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.34KNew |
$221K - $248K
|
4.34K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
388New |
$19.8K - $22.2K
|
388
$22.5K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-16.6K- 59.76% |
$844K - $949K
|
11.2K
$648K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
122New |
$6.21K - $6.98K
|
122
$7.08K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$5.09K - $5.72K
|
100
$5.81K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
37+ 0.24% |
$1.88K - $2.12K
|
15.2K
$885K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
14.7KNew |
$749K - $841K
|
14.7K
$854K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-436- 32.68% |
$22.2K - $25K
|
898
$52.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.32% |
$50.9 - $57.2
|
316
$18.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.81KNew |
$296K - $333K
|
5.81K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.38KNew |
$223K - $251K
|
4.38K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19+ 0.24% |
$968 - $1.09K
|
7.98K
$463K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42New |
$2.14K - $2.4K
|
42
$2.44K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.05KNew |
$205K - $239K
|
4.05K
$235K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$5.06K - $5.9K
|
100
$5.81K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.6K+ 122.26% |
$1.4M - $1.63M
|
50.1K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
244New |
$12.4K - $14.4K
|
244
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.89KNew |
$197K - $229K
|
3.89K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$50.6 - $59
|
4.38K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
7.5KNew |
$380K - $443K
|
7.5K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 19.41% |
$167K - $195K
|
13.7K
$796K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.48K- 25.28% |
$328K - $382K
|
19.2K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-739- 31.0% |
$37.4K - $43.6K
|
1.65K
$95.5K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-158Closed |
$8K - $9.32K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.13KNew |
$209K - $244K
|
4.13K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
25New |
$1.27K - $1.48K
|
25
$1.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
112KNew |
$5.68M - $6.62M
|
112K
$6.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.11KNew |
$208K - $242K
|
4.11K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-25.7K- 50.0% |
$1.3M - $1.52M
|
25.7K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.26K+ 5.28% |
$63.8K - $74.3K
|
25.1K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.92KNew |
$198K - $231K
|
3.92K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
199New |
$10.1K - $11.7K
|
199
$11.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.79KNew |
$192K - $223K
|
3.79K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1KNew |
$50.6K - $59K
|
1K
$58.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-36- 0.25% |
$1.82K - $2.12K
|
14.5K
$841K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.08KNew |
$207K - $241K
|
4.08K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.1% |
$50.6 - $59
|
1.01K
$58.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62K+ 1.65% |
$81.8K - $95.3K
|
99.7K
$5.79M
|
|